Exclusive Partner Pricing for United Wholesale Mortgage

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Compliance Essentials

Compliance For New and Growing Mortgage Brokerages

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Get what you need to stay compliant

State and Federal Policies

Compliance Training

Monthly Calls with Compliance Experts

Alerts, FAQs and Webinars

LO Compensation Agreement Guide

Dedicated Compliance Consultant

Pricing

One -time setup fee $299

Waived for UWM Members!

Monthly


$249

/mo billed monthly

Annual Contract

Get Started

Annual

Save 20%

$199

/mo billed yearly

Annual Contract

Get Started

Are you spending precious time on compliance tasks?

Stop data-managing and start closing loans.

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Mitigate Risk

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What's Included

Broker Compliance Guide

Guidance, templates and checklists to help navigate compliance in areas such as:

  • Audit preparation
  • Mortgage Call Report guidance
  • Federal advertising rules checklist
  • Federal disclosures for Brokers
  • Overview of Broker regulations
  • Loan Originator compensation agreement template

Mortgage Broker Compliance Policies

Federal and state policy guides for your specific needs.

  • Maintained on secure website
  • Updated in real time, based upon results of nationwide audits, enforcement actions, published and unpublished guidance and other regulatory/legal and industry trends
  • Accessible by unlimited number of client employees

Online Compliance Training

SCP partners with OnCourse Learning to provide industry leading online compliance courses:

  • Employees tested and results tracked to meet all regulatory requirements
  • Each self-paced online course is approximately 30 – 45 minutes
  • Includes exam at end of course

Mortgage Compliance Support

Within the allotted time, your dedicated SCP Consultant can also help:

  • Prepare for an audit or exam
  • Review marketing content
  • Assist with other compliance projects or general questions
  • Guidance with mortgage call reports
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"I trust SCP's real time compliance for both of my companies. It's a cost-effective solution for the must-haves when it comes to running a compliant mortgage brokerage, and I rest easy knowing it is run by one of the top mortgage compliance attorneys in the nation."

Evan Wade, President & CEO, Epoch Lending

Co-Founder & Partner, Philadelphia Mortgage Brokers

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“Cassie is amazing! She provides the level of detail and commitment we are looking for in a compliance partner. Being a newer brokerage, we have plenty of questions, and she is quick to respond with a helpful answer. Real Time Compliance has been great for me and my partner!”

Aaron Bacus

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"There are many nuances and complexities in the rules.  Having Cassie by my side to help make sure I am on top of it all is very valuable to me.  It helps me sleep better knowing I have done everything possible."

Kevin Bander

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